Lifecycle Marketing Specialist

Responsibilities

• Design, build, and optimize multi-channel lifecycle campaigns (email, in-app, SMS) across the full customer journey: onboarding, activation, engagement, retention, win-back, and expansion.
• Own segmentation and lifecycle stage definitions in HubSpot, ensuring clean handoffs between marketing, sales, and customer success.
• Build and maintain nurture tracks for MQLs, trials, and post-sale customers with clear conversion and engagement goals at each stage.
• Partner with Analytics/Ops to define and track core lifecycle metrics (activation rate, time-to-value, retention, expansion revenue) and report on campaign performance.
• Identify and troubleshoot data integrity issues across the lifecycle funnel (e.g., stage mismatches between HubSpot and CRM/Partner systems).
• Run A/B tests on messaging, timing, and channel to continuously improve conversion rates at each lifecycle stage.
• Collaborate with Content and Design teams to produce lifecycle-specific creative assets (email copy, in-app messages, triggered content).

Requirements

• Bachelor's degree in Marketing, Communications, Business, or equivalent experience.
• 3+ years of experience in lifecycle, retention, or CRM marketing, ideally in B2B SaaS or fintech.
• Strong experience with HubSpot, including workflows, segmentation, and lifecycle stage management.
• Track record of building nurture programs that measurably drive key business metrics (pipeline, activation, retention, NRR).
• Knowledge, Skills & Abilities: Strong analytical skills with the ability to independently pull and interpret data to drive campaign decisions.
• Knowledge, Skills & Abilities: Proven ability to partner cross-functionally with Sales and Customer Success teams on lifecycle and handoff processes.
• Knowledge, Skills & Abilities: Excellent written communication skills, with a capability to write compelling lifecycle copy or brief creators effectively.
• Knowledge, Skills & Abilities: High comfort with ambiguity and a builder’s mindset focused on creating infrastructure rather than just executing existing campaigns.

Preferred

• Familiarity with SQL, BI tools (Looker, Tableau), product-led growth motions, and in-app messaging tools.

Benefits

• Medical, Dental, & Vision Coverage
• Flexible Paid Time Off
• 401(k) + Match
• Mental Health Support & Well-Being Program
• Paid Maternity & Paternity Leave
• Education Assistance
• Company-funded Lifestyle Spending Account